President Donald Trump has actually stated that Nvidia’s (NASDAQ: NVDA) advanced Blackwell AI chip will not be offered for “other individuals.” This choice comes in the middle of issues about the possible sale of a scaled-down variation to China.
In a quote to minimize China’s supremacy in the rare-earth magnet sector, 2 U.S. start-ups have actually protected a $1.4 billion handle the Trump administration and personal financiers.
The U.S. supposedly authorized Microsoft Corp (NASDAQ: MSFT) to deliver the U.S. chip designer’s expert system chips for usage in the United Arab Emirates (UAE).
China has actually increased aids for significant information centers, slashing their energy expenses by approximately 50% to support domestic chipmakers and enhance international competitiveness.
Beijing has actually supposedly provided an instruction prohibiting foreign expert system chips in state-funded information centers in the middle of a heightening U.S.-China tech war.
Profits Outcomes
Palantir Technologies Inc ( NASDAQ: PLTR) reported profits of $1.18 billion for the 3rd quarter, beating price quotes of $1.09 billion and changed revenues of 21 cents per share, beating price quotes of 17 cents per share.
Spotify Innovation S.A. ( NYSE: AREA) published third-quarter 2025 revenues of $3.83 per share, exceeding the agreement quote of a $1.87 revenue, and profits reached $4.99 billion (4.19 billion euros), and ahead of forecasts of $4.92 billion.
Uber Technologies ( NYSE: UBER) reported third-quarter FY25 profits of $13.47 billion, exceeding the agreement of $13.28 billion and changed EPS of 81 cents, which beat the agreement quote of 69 cents.
Super Micro Computer System, Inc. ( NASDAQ: SMCI) reported first-quarter 2026 revenues of 35 cents per share, which missed out on the expert agreement quote of 40 cents, and profits can be found in at $5.01 billion, which missed out on the expert agreement quote of $ 5.99 billion.
Advanced Micro Gadgets Inc ( NASDAQ: AMD) reported third-quarter profits of $9.25 billion, beating expert price quotes of $8.74 billion and changed revenues of $1.20 per share, beating price quotes of $1.16 per share.
Qualcomm Inc. ( NASDAQ: QCOM) reported fourth-quarter profits of $11.27 billion, beating a Street agreement quote of $10.79 billion and changed EPS of $3, which beat a Street agreement quote of $2.88.
Retail & & Home Entertainment
Amazon.com Inc (NASDAQ: AMZN), Amazon Web Solutions has actually participated in a multi-year, tactical collaboration with OpenAI for $38 billion.
Roblox Corp (NYSE: RBLX) has actually been taken legal action against by Texas Chief law officer Ken Paxton, who implicated the video gaming platform of ignoring security laws and deceptive moms and dads about possible threats to young users.
Automotive & & Satellites
Tesla Inc. ( NASDAQ: TSLA) has actually supposedly consented to a $2 billion handle South Korea’s Samsung SDI
Tesla‘s momentum in the Chinese market stalled in the month of October as sales fell in spite of a strong September efficiency, which saw the business’s second-highest month-to-month sales tally this year.
EchoStar Corp. ( NASDAQ: SATS) stated it will offer more cordless spectrum licenses to SpaceX for about $2.6 billion in exchange for stock in the Elon Musk– backed business that owns the Starlink satellite web network.
Grab Holdings Limited (NASDAQ: GRAB) prepares to present self-governing robobuses in Singapore in early 2026, while checking out methods to re-train human chauffeurs for emerging technology-focused functions.
XPeng Inc (NYSE: XPEV) divulged strategies to present robotaxi services in 2026 through Alibaba Group Holding Limited’s ( NYSE: BABA) Amap mapping platform.
Innovation
U.S. tech licensing company Adeia ( NASDAQ: ADEA) has actually submitted 2 suits versus Advanced Micro Gadget ( NASDAQ: AMD) in the Texas federal court, declaring the chip huge infringed on 10 patents associated to semiconductor developments, ahead of its revenues.
Nvidia Corp ( NASDAQ: NVDA) and Qualcomm‘s (NASDAQ: QCOM) financial investment arm signed up with Indian and U.S. financiers backing the South Asian nation’s deep-tech start-ups, as the India Deep Tech Alliance (IDTA) broadens with brand-new members and fresh capital dedications surpassing $850 million.
Alphabet Inc.’s (NASDAQ: GOOG) (NASDAQ: GOOGL) Google prepares to build a big expert system information centre on Christmas Island, a remote Australian area, in a relocation professionals state might have both industrial and defence ramifications.
Google is supposedly thinking about a substantial boost in its financial investment in the expert system (AI) start-up Anthropic
IREN Limited ( NASDAQ: IREN) signed a $9.7 billion AI cloud services arrangement with Microsoft to release NVIDIA GB300 GPUs throughout its 750 MW Texas school.
Expert System (AI)
SLB Limited ( NYSE: SLB) revealed Tela, an agentic AI assistant developed to change workflows and enhance functional effectiveness throughout the upstream energy sector.
Cisco Systems, Inc. ( NASDAQ: CSCO) revealed a series of synthetic AI-driven developments.
OpenAI revealed strategies to construct a brand-new Stargate school in Saline Area, Michigan, as part of its 4.5-gigawatt facilities collaboration with Oracle Corporation ( NYSE: ORCL)
Perplexity and Amazon.com participated in a heated disagreement after the e-commerce giant provided a legal risk to the AI start-up over making use of its AI assistants for online shopping.
Snap Inc. ( NYSE: BREEZE) and Perplexity AI have actually struck a $400 million offer that will bring the AI online search engine straight to Snapchat’s almost 1 billion month-to-month active users at some point in early 2026.